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Customer experience | Sales, Customer Insights,...
Answered

Use XRM to update a custom field after order is already Fulfilled

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Posted on by 5

Hi All,

I am adding a new field which needs to be updated, from a user web portal that references the order. This update by design, can occur days after the order would be set to "Fulfilled".

Keeping my company's privacy, it'd be the same thing as maybe a user feedback field for the order that says. So in this example, I could use that I add a field called new_OrderFeedbackRating.

I have the website sending it to CRM like this:

SalesOrder s = new SalesOrder();
s.SalesOrderId = orderReq.salesOrderId;
s.new_OrderFeedbackRating = 5;
Service.Update(s);

Definitely works for orders in "New" status but for one that is Fulfilled I am getting an error that the Entity is read-only, and I believe it's because it's already fulfilled. I can't change the status and change it back, because we have a ton of workflows that kick off things like emails, etc that I definitely don't want to trigger. Is updating the database the only answer here?

Thank you for any help!

Dan Chase

I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    If you have on-prem system - updating the DB is an option.

  • Dchase Profile Picture
    5 on at

    It's on-prem, but with migration on the roadmap, I want to make it easier on myself in the future. I was just thinking maybe I can change my strategy to create an activity record.. Or make a totally new entity for FeedbackRating and have a one-for-one relationship. I've never created a new entity type before.

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    You can use any of those approaches considering future going to cloud.

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